Retirement planning. It's about time.

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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Steven Waggoner

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • FL
    • GA
    • IL
    • IN
    • MI
    • NY
    • OH
    • WA
    • WI

          200 East Main Street
          Suite 900
          Ft. Wayne, IN 46802

        Focus on liquidity management

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        UBS and Credit Suisse—stronger than ever

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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        $5+ trillion

        In invested assets globally 
        As of 11/07/2023

        51 countries

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        UBS is a world-leading wealth manager

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